like. just take samsung. global mobile, smart phone provider. samsung's stock got hit with the apple lawsuit. doesn't apply to the galaxy s3. buy samsung today. we think it's a good long-term holding. >> even though most people think apple. >> but take intel. ten times earnings because people are nervous about pc shipments. intel has a data center business. it's got a 25% return on equity. or go overseas to europe. the eurozone stocks have been hit by the european crisis. vote-a-phone owns 45%. or take kia motors, the large auto company in korea. kia is taking share away from global competitors. even though the eurozone is under real pressure, kia has increased its sales 25% in europe last year by taking market share away there. are good companies generating strong cash flow, strong balance sheets that are taking market share. >> to me it just sounds like you're talking about comcast. don't you wish you recommended that at 19 or 20? >> we're not that worried about the ones that we missed. >> have you watched? >> yes, i have. >> great management. >> great nt